FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$3.79M
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$3.77M
HI
78
Harbour Investments
Wisconsin
$3.7M
CG
79
CFO4Life Group
Texas
$3.56M
BWM
80
BCGM Wealth Management
Indiana
$3.54M
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.53M
NFG
82
Nations Financial Group
Iowa
$3.51M
FA
83
Fagan Associates
New York
$3.48M
BCP
84
Blackhawk Capital Partners
Wisconsin
$3.4M
DWM
85
Darwin Wealth Management
Florida
$3.38M
WIA
86
World Investment Advisors
California
$3.35M
HIS
87
Harvest Investment Services
Illinois
$3.29M
SCA
88
Snowden Capital Advisors
New York
$3.2M
Bank of New York Mellon
89
Bank of New York Mellon
New York
$3.09M
Betterment LLC
90
Betterment LLC
New York
$3.02M
RA
91
RFG Advisory
Alabama
$2.94M
CFS
92
Cannon Financial Strategists
Georgia
$2.86M
OC
93
Oppenheimer & Co
New York
$2.85M
WIM
94
Westside Investment Management
California
$2.78M
MYIA
95
Mount Yale Investment Advisors
Colorado
$2.69M
CWP
96
Core Wealth Partners
California
$2.53M
FFA
97
Farther Finance Advisors
California
$2.53M
WIP
98
WealthCare Investment Partners
Rhode Island
$2.5M
LSIA
99
LaSalle St. Investment Advisors
Illinois
$2.5M
GVCM
100
Global View Capital Management
Wisconsin
$2.48M